Pineridge Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $151K | Sell |
1,577
-2,940
| -65% | -$282K | 0.05% | 57 |
|
2025
Q1 | $431K | Sell |
4,517
-400,513
| -99% | -$38.2M | 0.17% | 26 |
|
2024
Q4 | $37.4M | Buy |
405,030
+44,573
| +12% | +$4.12M | 14.15% | 2 |
|
2024
Q3 | $35.4M | Buy |
360,457
+211,441
| +142% | +$20.7M | 13.38% | 2 |
|
2024
Q2 | $14M | Buy |
149,016
+9,279
| +7% | +$869K | 4.76% | 5 |
|
2024
Q1 | $13.2M | Sell |
139,737
-2,229
| -2% | -$211K | 4.65% | 6 |
|
2023
Q4 | $13.7M | Buy |
+141,966
| New | +$13.7M | 4.53% | 7 |
|